Electron Capital Partners’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Electron Capital Partners’s Portfolio XLU Stock Details XLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1,240,257	Closed	-$56.9M	–	55
2026 Q1	$56.9M	Buy	+1,240,257	New	+$55.6M	2.23%	16
2023 Q4	–	Sell	-1,044,606	Closed	-$30.8M	–	44
2023 Q3	$30.8M	Sell	1,044,606 -423,546	-29%	-$13.7M	1.38%	25
2023 Q2	$48M	Sell	1,468,152 -315,264	-18%	-$10.6M	2.07%	20
2023 Q1	$60.4M	Buy	1,783,416 +1,334,328	+297%	+$45.2M	2.62%	13
2022 Q4	$15.8M	Buy	+449,088	New	+$15.3M	0.65%	37
2022 Q3	–	Sell	-322,704	Closed	-$11.3M	–	61
2022 Q2	$11.3M	Sell	322,704 -107,098	-25%	-$3.88M	0.53%	38
2022 Q1	$16M	Sell	429,802 -498,774	-54%	-$17.3M	0.64%	35
2021 Q4	$33.2M	Buy	928,576 +593,028	+177%	+$20M	1.7%	16
2021 Q3	$10.7M	Buy	+335,548	New	+$11.2M	0.57%	36
2021 Q2	–	Sell	-398,580	Closed	-$12.8M	–	63
2021 Q1	$12.8M	Sell	398,580 -65,164	-14%	-$2.02M	0.88%	25
2020 Q4	$14.5M	Buy	+463,744	New	+$14.7M	1%	26

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Electron Capital Partners's XLU Position: Q2 2026 in Review

Electron Capital Partners sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026, closing a stake of 1,240,257 shares — an estimated $56.9M sold.

Electron Capital Partners first reported a position in XLU in Q4 2020 and held it in 11 quarters. The position peaked at $60.4M in Q1 2023. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Electron Capital Partners reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Electron Capital Partners sold 1,240,257 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $56.9M.
Electron Capital Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2020 and held it in 11 quarters.
Electron Capital Partners's State Street Utilities Select Sector SPDR ETF position peaked at $60.4M in Q1 2023.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Electron Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.